Course Information
Registration period
Year-round Recruitment
Course Level
Study Mode
Duration
1 Hour(s) 34 Minute(s)
Language
English
Taught by
Melissa Mohr
Rating
Course Overview
A practical, beginner-friendly guide to building confidence and structure in Property & Casualty insurance.
Personal Lines Insurance Foundations: Sales & Retention Basics
Build a Strong Foundation in Personal Lines Insurance
If you're new to Property & Casualty insurance, the hardest part isn’t passing the exam. It’s knowing how to actually operate inside an agency.
This course is designed as a foundational training for new and early-career Personal Lines professionals who want clarity, structure, and practical guidance.
With over 30 years of experience in P&C sales, service, and agency development, I’ve trained professionals to build confidence in client conversations, improve retention habits, and create service systems that support long-term success.
This course focuses on core principles — the fundamentals that many professionals skip but later struggle without.
What You’ll Learn:
Foundational Personal Lines sales strategies
How to communicate coverage clearly and professionally
Retention habits that protect your book of business
Practical service workflows for efficiency
Relationship-building techniques that increase referrals
How to think like a professional — not just process policies
Who This Course Is For:
New insurance professionals entering Personal Lines
Agents transitioning into Property & Casualty
Agency staff building confidence in service conversations
Early-career professionals who want structure and clarity
Important Note:
This course focuses on foundational Personal Lines strategies. It is not an advanced commercial lines or agency acquisition course.
If you're looking to strengthen your base skills and build confidence in P&C sales and service, this course will give you the structure to grow from.
Confidence starts with fundamentals.
If you're ready to build a solid Personal Lines foundation, I’ll see you inside.
Course Content
- 8 section(s)
- 35 lecture(s)
- Section 1 Introduction
- Section 2 Beginning your sales journey.
- Section 3 When writing a policy.
- Section 4 Sales Styles and opportunities
- Section 5 Claims
- Section 6 Retention and Growth
- Section 7 Summary
- Section 8 What's next?
What You’ll Learn
- Understanding Insurance Agency Structures – Learn the different types of agencies and how they operate., Mastering P&C Sales Styles & Strategies – Explore various sales techniques to match different client needs., Unlocking Sales & Growth Opportunities – Identify ways to increase sales, cross-sell, and expand your book of business., Providing Exceptional Service & Retention – Learn best practices for customer service, policy reviews, and client retention., Building a Strong Referral Network – Discover strategies to generate consistent referrals and grow your client base., Effective Policy & Deductible Discussions – Gain confidence in explaining coverage options and guiding clients., Navigating Claims Conversations – Understand how to handle claims discussions with clients professionally., Why Loss Ratios Matter – Learn how loss ratios impact your agency and how to manage risk effectively., Field Underwriting Essentials – Understand the basics of risk assessment and underwriting in P&C insurance., Building Lasting Client Relationships – Develop trust and long-term relationships to ensure repeat business.
Skills covered in this course
Reviews
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JJosiah Garcia
It could've been more in-depth. I was expecting more of an intermediate level to this course. Not what I thought it was. This is a very beginner-level guide on how to start your own agency/career as an insurance professional. However, I still feel as though I got value out of this course and if the goal is to give someone a jumpstart on starting their career, this course definitely does its job.
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SSparsh Chrungoo
very very monotonous, the video also is such small is size, I don't understand why it has to be so dull!
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KKirk Waechter
Yes, learned some, reinforced some and connected some ;)
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hhenry Liu
excellent course.
